EWM
DIS icon

Evergreen Wealth Management’s Walt Disney DIS Stock Holding History

Evergreen Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.38M Sell
35,120
-15,026
-30% -$1.53M 1.58% 22
2026
Q1 		$4.83M Sell
50,146
-3,492
-7% -$369K 2.49% 15
2025
Q4 		$6.1M Buy
53,638
+1,013
+2% +$112K 3.07% 15
2025
Q3 		$6.03M Sell
52,625
-2,990
-5% -$352K 3.16% 13
2025
Q2 		$6.9M Buy
55,615
+33,302
+149% +$3.46M 3.87% 6
2025
Q1 		$2.2M Buy
+22,313
New +$2.4M 1.32% 27

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Evergreen Wealth Management's DIS Position: Q2 2026 in Review

Evergreen Wealth Management reduced its Walt Disney (DIS) stake by 30% in Q2 2026, selling an estimated $1.53M and leaving 35,120 shares worth $3.38M. The position accounts for 1.58% of the portfolio, ranked #22.

Evergreen Wealth Management first reported a position in DIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.9M in Q2 2025. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Evergreen Wealth Management held 35,120 shares of Walt Disney worth $3.38M as of Q2 2026.
  • Evergreen Wealth Management sold 15,026 Walt Disney shares in Q2 2026, an estimated $1.53M.
  • Walt Disney made up 1.58% of Evergreen Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Evergreen Wealth Management first reported a position in Walt Disney in Q1 2025 and has held it in 6 quarters since.
  • Evergreen Wealth Management's Walt Disney position peaked at $6.9M in Q2 2025.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.